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Micron
Technology, Inc., is one of the world's leading providers of advanced
semiconductor solutions. Through its worldwide operations, Micron manufactures
and markets DRAM, NAND flash memory, CMOS image sensors, other semiconductor
components, and memory modules for use in leading-edge computing, consumer,
networking, and mobile products. |
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see also:-
Micron
- editor mentions on StorageSearch.com and
Micron's SSD page |
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| Micron moved up 4 places in the
Top SSD Companies List
- Q1 2013 edition |
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re Micron and SSDs - by
Zsolt Kerekes,
editor - January 2013
Overriding all previous faltering (and
sometimes misdirected) steps taken by Micron in the SSD market in recent years
- the company's 2 biggest legacy achievements in the SSD market upto now were
clearly revealed in
2012. They
were:-
- revealing that 1/3 of Micron's nand flash trade sales go into SSDs.
From
my point of view - having discussed this type of transition with many of the
world's leading memory companies years ago when SSDs were under 1% of their
customer sales and not even in their business radar - it's hard to state how
significant this is.
Some other ways you can look at it are...
Current
worldwide memory fab capacity can easily support 3x the SSD volume and
probably 10x the annual SSD capacity using already started
manufacturing processes.
Owning SSD brands is now an essential part of
forward integration for managing a successful memory business.
Memory
businesses will not be able to survive profitably without strongly estalished
and tied SSD routes to market.
That's because customers want SSDs -
not memory. And because SSD makers can switch memory suppliers more easily than
server and PC makers could switch them - the position of being outside the SSD
box as a commodity supplier of memory isn't attractive.
related
articles
Momentous
Transitions in the SSD market in 2012
Memory Channel
Storage SSDs - will the new ultra low latency SSD concept fly? |
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Who's who in SSD? - by
Zsolt Kerekes,
editor - June 2012
Micron sampled its 1st SSD
products in early
2008 and made
its first appearance in the
Top 20 SSD Companies
list in Q3 2010. But the company dropped out of the list again in the
most recent edition of the
top SSD companies (Q1
2012).
I spoke to Ed Doller,
VP of Enterprise SSD Solutions recently to discuss their enterprise SSD
products.
I had been following up a chain of SSD contacts within the
company - and I was looking forward to finally getting some useful information
about their enterprise SSDs.
I started by saying that I was
surprised that the information which is publicly available on Micron's
enterprise SSD web pages - lacks the essential data that any serious
designer would need to know in order to decide whether to shortlist Micron as a
possible supplier.
At the time I looked (in May 2012) the PCIe SSD
product datasheets - for example - didn't say anything at all about the internal
architecture - and they were light on many performance details too. I wondered
if I had been looking in the right places. To me Micron's enterprise SSD web
pages gave me a message of product intentions rather than products which were in
production and had been fully characterized.
It wasn't me. I learned
that's just the way they do things.
Ed Doller said that the company
doesn't supply the kind of detailed internal architecture information I was
asking for unless they are talking directly to a potential customer which they
have identified by their sales efforts and even in those cases the
prospects (mostly in the top tier of computer oems) would need to sign an NDA
first.
I said Micron's approach - witholding even the most basic
technical info - showed me that Micron doesn't know how to market
enterprise SSDs and that unless Micron changes the way they presented their
SSD info online they would miss out on a big chunk of the enterprise market.
I said my readers include the biggest buyers and specifiers of SSDs
and that with so many vendors in the enterprise SSD market - the designers tend
to shortlist suppliers from what they see online - because they don't have time
to talk to everyone or test more than a small number of different products.
Neither
Micron nor anyone else can compile a list of who the biggest SSD users are based
on traditional sales data. Because there are many companies which will be huge
consumers of enterprise SSDs in the online data economy which fall outside the
traditional prospects lists. These SSD users will make the first moves to
choose their SSD partners - not the other way around.
I said it's a
valid business decision to do business the way Micron was doing it. But to my
way of thinking marketing enterprise SSDs the same way as commodity memory
products - wasn't the way to maximize their business potential.
One of
these days I will have to read some blogs about diplomacy. I thought we weren't
getting anywhere but Ed Doller did confirm that they have designed their own
SSD controller architecture for use in their enterprise SSDs. And to me - it's
a safe inference is that they are also in the
DSP IP in SSD
pack too.
That means Micron is a more significant SSD IP company
than you would think simply by looking at the null data content in
their SSD web pages.
If you're thinking of designing in Micron's
enterprise SSDs - I would say - don't waste too much of your time visiting
Micron's web site - because you won't learn anything useful there. They
don't have a scalable online process of disseminating the information you need.
You'll need to talk to a real person in their SSD business - and then wait
weeks or months - depending how busy they are - to talk to a product specialist
who can answer the type of detailed technical questions - which real
enterprise SSD companies put in their public web pages. (I'm still waiting to
get my questions answered - and when I hear I'll let you know.)
But to
get the balance right Micron isn't the only semiconductor company which doesn't
know how to market systems products. That kind of thinking is built into the
DNA of many chip makers.
These antiquated oem component oriented ways
of developing business worked well in the past - but the SSD market isn't like
the PC or server market. One of the interesting things about the SSD market is
how the memory makers, and the traditional storage companies have very different
approaches to each other and also to the pure play SSD companies. There's no
right and wrong way. It's whatever gets the business to the next level. But if
you're selecting an SSD supplier - then these differences in thinking and doing
business and risk management can be more important than the exact specs and
prices of the products.
Another positive thing about Micron - is thatall
the SSD people I spoke to were very enthusiastic about the enterprise SSD market
and optimistic about the advantages Micron had in the SSD business - by
being part of a memory company.
They were surprised but not at all
offended when I said that it was only an advantage if everything worked out
right - but that the advantage of not being tied to a particular memory supplier
for designers in competing SSD companies was that they could go with
whichever memory product looked best at the time.
I think we'll be
hearing a lot more from Micron - but other enterprise PCIe SSD makers won't be
putting them at the top of their list of competitors to worry about just yet.
For
competing SSD suppliers see these directories:-
PCIe SSDs,
2.5" SSDs and
SATA SSDs.
Micron recently acquired
the assets of UK based Virtensys
which marketed rackmount SSDs
stuffed with Micron's PCIe SSDs with a patented multi-server sharing
virtualization interface.
The leading companies in the enterprise
acceleration PCIe SSD market which Micron has to compete with are:-
Fusion-io,
Texas Memory Systems,
OCZ and
Virident Systems.
And
in the next level down are:- STEC
and LSI and then
another 40 or so other companies. It's a crowded market - but there's a
lot to play for.
Micron is also in the
consumer SSD market.
I told Micron's SSD marketers right at the outset of our talks that I wasn't
interested in discussing that aspect of their business because
StorageSearch.com isn't a consumer facing SSD site.
...Later:-
in an interview with another PCIe SSD company (July 24, 2012) I was asked -
what do I think will happen to the PCIe SSD market?
Will it eventually be dominated by the semiconductor companies? like Micron and
Intel - To find out what I said - ...read
the article |
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In April 2008 - Micron and
Nanya Technology
announced they were each investing $550 million in cash in a new joint venture.
In November 2008 - Micron demonstrated prototypes of fast
PCIe flash SSDs with
800MB/s throughput, and hinted that 1GB/s SSDs could be available soon.
The performance itself (for a prototype) is unremarkable - because 3 other oems
already ship flash SSDs with similar (or faster) performance as commercial
products.
Z's Laws - Predicting
Future Flash SSD Performance
In February 2009 - Micron
announced restructuring plans will reduce employment at their Idaho sites by
approximately 500 employees in the near term and as many as 2,000 positions by
the end of the company's fiscal year.
In July 2009 -
IDT
announced
it was working with Micron
to develop a commercial PCIe flash SSD for the server market. Micron had
previously tested market reaction by unveiling a prototype PCIe SSD (with
800MB/s R/W speeds) in
November 2008.
In December 2009 -
Micron announced it is
sampling
6Gbps
SATA MLC SSDs in 1.8"
and 2.5" form
factors.
Micron's C300 SSD can achieve a read throughput speed of up
to 355MB/s and a write throughput up to 215MB/s.
Editor's
comments:- Long anticipated in StorageSearch.com's
flash SSD Roadmap -
it was inevitable that we would be seeing 6Gbps
SATA SSDs soon,
because several companies have already sampled 6Gbps
SAS SSDs which use the
same physical interface. It was simply a question of when vendors would judge
the market conditions right.
In February 2010 -Micron
announced
an agreement to acquire
privately held Numonyx
in an all-stock transaction worth approximately $1.3 billion.
This
strengthens Micron's position as one of the world's leading memory companies,
with a broad portfolio of
DRAM,
NAND and NOR memory
products.
Analyst comment:- from Objective Analysis
- "By acquiring Numonyx, Micron is buying the current leader in the NOR
flash market - which has been a difficult one for nearly all participants.
Leaders Numonyx and Spansion
have suffered losses for several years, with Spansion recently turning a profit
through a strategy largely focused upon markets for low-density parts used by
markets outside of cell handsets, the largest consumer of NOR flash. Micron
itself participated in NOR starting in the late 1990s, but abandoned this effort
in 2006."
In August 2010 -
Micron Technology
announced it is
sampling
the
RealSSD
P300 - a 200GB 2.5"
SATA 3 SLC flash SSD with R/W
IOPS of
44,000 and 16,000 respectively.
Micron's new P300 SSD sounds almost
exactly the same as the
C300
SSD the company said it was sampling in
December 2009.
The main differences are:- the newer product has lower R/W IOPS, and is
SLC instead of
MLC - which is better for most mission critical apps.
In June
, 2011 - 30 months after
pre-announcing
its intentions to enter the
PCIe SSD accelerator
market - Micron today
announced
it is sampling the first products in a new family which will ship in the 3rd
quarter of this year.
The company says its
RealSSD
P320h drive delivers upto 750K / 341K R/W
IOPS, and
3GB/s / 2GB/s R/W throughput. It uses Micron's own 34nm SLC ONFI 2.1 NAND
flash and has on-board
RAM cache.
Micron says it manufactures most of the chips used in the new cards a
customized SSD controller.
In January 2012 -
Micron
announced
it has acquired the assets UK based Virtensys
which marketed rackmount
SSDs stuffed with Micron's PCIe SSDs and supported by a patented
multi-server sharing virtualization interface.
In January 2013
- Micron
disclosed that in the past quarter SSDs had become 17% of Micron's nand
business and the company estimates that
35% of the nand flash it supplies to trade customers end up in SSDs.
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| Micron is
turning up the heat for adoption of 2.5" PCIe SSDs. |
Editor:- May 2, 2013 - Micron
announced
it's sampling a new model in the
hot swappable 2.5"
PCIe SSDs market - the
P420m
has upto 1.4TB MLC capacity and can deliver 750K R IOPS.
What does
this mean for other types of enterprise SSD? See the analysis in
SSD news. | | |
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| We're #1 in SSD revenue -
says Micron |
Editor:- March 7, 2013 - Micron sees itself as
the biggest SSD company - in terms of revenue, with about 6% market
share in enterprise SSD - according to Kipp A. Bedard,
VP Investor Relations - at a recent investors conference - transcribed in
an article on SeekingAlpha.com
"In terms of SSDs, if we specifically broke out our SSD
revenues, we'd probably be the largest SSD public company today. If I had to
guess, were probably running on a revenue basis somewhere around 80%, 85%
client, 15% to 20% enterprise"
Other interesting observations in
this presentation.
"The average smartphone includes 30GB flash."
"We believe the
client SSD market
is growing about 20% units q-over-q." ...read the article
See
also:-
Can you
trust SSD market data? | | |
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| Micron enters SAS SSD
market |
Editor:- February 26, 2013 - Micron today became the
19th company to enter the SAS
SSD market.
The company today
announced
production of its new
P410m
SSD. This is (a 2.5"
SSD with R/W speeds upto 410MB/s and 345MB/s respectively and 50K/30K
R/W IOPS
for the 400GB model which uses 25nm MLC.
Endurance is
10 drive fills per day for 5 years.
Editor's comments:- Micron
is currently the only company manufacturing both
PCIe and
SAS compatible
enterprise SSDs in the 2.5" form factor. | | |
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the 2.5"
PCIe SSD guide Aren't
all PCIe SSDs very similar? Does size matter in
SSD design? What do
enterprise SSD users want? sugaring nand flash
for the enterprise an introduction to
enterprise SSD silos How will hard drives
fare in an SSD world? |
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| 1/3 of Micron's nand flash
trade sales go into SSDs |
Editor:- December 20, 2012 - Micron - today in a
conference
call - said that SSD shipments had grown 20% compared to the
previous quarter.
SSDs are 17% of Micron's nand business and the
company estimates that
35% of the nand flash it supplies to trade customers end up in SSDs.
MLC was about 80% to 85% of nand flash wafer production with SLC and
TLC making up the rest. | | |
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| Dell
selects Micron's hot-swap 2.5" PCIe SSD |
Editor:- March 6, 2012 - Micron today
announced
that it has developed a
2.5" form factor,
hot swappable,
PCIe SSD.
The new solution has been selected as a key storage device in
Dell's PowerEdge 12th
generation servers.
Editor's comments:- this is a natural
progression - from the pioneering work last year by
SANRAD (the first
company to ship front removable PCIe SSDs) and
OCZ (the first company to
demonstrate 3.5"
PCIe SSDs).
In a recent article -
are you designing a new PCIe
SSD? - I discussed some of the new storage architectural concepts which
are being enabled by new PCIe chips from
PLX - in the area of
fault tolerance
and PCIe enabled SANs. |
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Where are we now
with SSD software? the New Business Case
for SSD ASAPs How fast can your SSD
run backwards? the Problem with
Write IOPS - in flash SSDs Where does all the money
go? (inside SSDs) Data Integrity
Challenges in flash SSD Design How will 2.5 inch PCIe
express SSDs change things? Why can't SSD's true
believers agree about architecture? |
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| Micron buys
SSD PCIe integration IP |
Editor:- January 20, 2012 - Micron today
announced
it has acquired the assets of UK based Virtensys which marketed
rackmount SSDs stuffed
with Micron's PCIe SSDs and supported by a patented multi-server sharing
virtualization interface.
Editor's comments:- if buying an
SSD software company
was a good idea for leading
PCIe SSD makers
Fusion-io and
OCZ - then Micron has to
follow suit or get out of the game.
Chipmakers generally dislike
buying "systems" software companies - because they don't understand
systems and risk alienating their oem customers. But Micron's reputation won't
be dented if they can't leverage the Virtensys software. |
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Everyone knows how hard it
is to get real value out of a software acquisition. And in the next few weeks
more people will take another look at Micron's
Micron's SSD pages.
So it's paid for itself already. | | | |
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| Micron and Samsung launch
new high density memory group |
Editor:- October 7, 2011 - Samsung and Micron have launched a
new industry initiative -
the Hybrid Memory Cube
Consortium - which will standardize a new module architecture for
memory chips - enabling greater density, faster bandwidth and lower power.
"HMC
is unlike anything currently on the radar," said Robert Feurle,
Micron's VP for DRAM Marketing. "HMC brings a new level of capability to
memory that provides exponential performance and efficiency gains that will
redefine the future of memory."
Editor's comments:- HMC
may enable SSD designers to pack 10x more
RAM capacity into the same
space with upto 15x the bandwidth, while using 1/3 the power due
to its integrated power management plane.
The same technology will
enable denser flash SSDs too - if flash is still around in 3 years' time and
hasn't been sucked into the obsolete market slime pit by the
lurking nv demons
which have been shadowing flash for the past 10 years and been waiting for each
"next generation" to stumble and be the last. |
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The power management
architecture integrated in HMC and the density scaling it allows for packing
memory chips (without heat build-up) are key technology enablers which were
listed as some of the problems the SSD industry needed to solve in my 2010
article -
this way to the
Petabyte SSD. | | | |
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| world's first PCIe PCM SSD |
Editor:- June 14, 2011 - NVSL ( the Non-Volatile Systems Lab at
UCSD) recently
demonstrated
a prototype PCIe PCM (phase-change memory) SSD - with R/W speeds upto 1.1GB/s
and 327MB/s respectively and 8GB usable capacity.
A spokesperson for
the Moneta SSD design team - Professor
Steven Swanson said "...Moneta gives us a window into the future of
what computer storage systems are going to look like, and gives us the
opportunity now to rethink how we design computer systems in response."
Swanson says he hopes to build the 2nd generation of the Moneta
storage device in the next 6 to 9 months and says the technology could be ready
for market in just a few years as the underlying phase-change memory technology
improves.
Editor's comments:- in a white paper
Protoype
PCM Storage Array (pdf) the team outlines the design and architecture of
their PCM SSD prototype (which uses memory from
Micron) and also
compares aspects of performance with entry level PCIe flash SSDs from
Fusion-io. In a
recent article
I warned that you should not pay too much heed to comparative PCIe SSD
benchmarks - because from different arbitrary selected angles they can "prove"
different arbitrary performance rankings. I wouldn't be surprised if some
investors take fright that a PCM SSD scored higher than a Fusion-io SSD in some
of the published graphs. But for those who understand SSD architecture it
doesn't reveal anything new.
In my view this prototype clearly
demonstrates the strengths and weaknesses of PCM as an SSD technology.
PCM SSD strengths vs flash
The granularity of writes
in PCM is smaller and faster - which means that small R/W operations have higher
IOPS. If you have apps where that is important you can simply buy
SSDs with various
ratios of integrated RAM cache. That would give you small block IOPS
better than PCM - end of story. PCM has higher
endurance
than SLC - which means that the
SSD controller
overhead applied to endurance can be lighter than in most flash systems. Hence
potentially faster latency through to the media.
PCM SSD
weaknesses vs flash
The prototype PCIe SSD card provides capacity
which is similar to RAM SSD
density - but with a large block R/W throughput which is much lower than
flash arrays. This
implementation used 16MB PCM chips.
Flash allows higher capacity writes
to a single chip - and this gives better peak performance results than PCM when
exploited in parallel architecture arrays. You can't get those flash peak
performance numbers from a PCM array in the same board footrpint - because many
PCM chips have to be written to concurrently to achieve the same capacity R/W
as a single flash chip. That means with today's technologies - flash SSDs
have a higher proportion of ready to write memory chips in the same chip count
population as PCM SSDs. |
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| Micron
samples its first real PCIe SSD |
Editor:- June 2, 2011 - 30
months after
pre-announcing
its intentions to enter the
PCIe SSD accelerator
market - Micron
today
announced
it is sampling the first products in a new family which will ship in the 3rd
quarter of this year.
The company says its
RealSSD
P320h drive delivers upto 750K / 341K R/W
IOPS, and
3GB/s / 2GB/s R/W throughput. It uses Micron's own 34nm SLC ONFI 2.1 NAND
flash and has on-board
RAM cache.
Micron says it manufactures most of the chips used in the new cards a
customized SSD controller.
Editor's comments:- if it lives up
to its promise - this new SSD range from Micron could be
among the fastest PCIe
SSDs around. From the viewpoint of a semiconductor memory maker - PCIe SSDs
are attractive because they have high added value. That's the theory. In
practise - to make an enterprise SSD business work you also have to invest a
lot in continuing technical design,
compatibility testing,
customer support and
marketing. |
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The true test of Micron's
new product therefore is not so much what it's like when it ships to users at
the end of this year - but whether Micron decides to stay the course 2 to 3
years down the road. | | | |
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